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...Maybe it’s more than a third if you’re unlucky. But pretty serious. Robert ArmstrongYeah. So that’s a lot of dollars of assets. And that’s a big haircut....
...Including our real estate debt business, it’s about $420bn of assets under management....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Where to find deals in US CRE As the great commercial real estate valuation reset rolls on, the ominous headlines keep coming....
...Robert ArmstrongOK. So there’s a lot of things to say about this. So number one, you’re right....
...Seen in this light, the push to secure prime real estate is essentially a round of beggar thy neighbour for luxury companies....
...Still, it tells you something about what happens when a tech stock with a high valuation comes up a little bit short. Email with better news: robert.armstrong@ft.com....
...And they kind of fought each other . . . Robert ArmstrongAnd he refused to die was part of the problem. James Fontanella-KhanHe refused to die. He had a crazy libido. He had a lot of lovers....
...Send your thoughts: robert.armstrong@ft.com. After Buffett Does Berkshire Hathaway need to change, and if so, how?...
...Director Robert Lorenz briefly sets Finbar to horticulture. But the simple joys of tending to broad beans are derailed by the need to mete out rough justice to a richly deserving stranger in town....
...I’m a bit sceptical, as I noted in yesterday’s letter, but then I’m a journalist. If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...On Friday, I’ll publish an interview with Agustín Carstens, head of the BIS and the central bankers’ central banker. Meanwhile, email me: robert.armstrong@ft.com....
...These are few disasters to talk about, other than office real estate, and that disaster is moving at a politely glacial pace....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
...Let me know your thoughts: robert.armstrong@ft.com. How good was that jobs report?...
...As we argued back in October, markets don’t understand war any better than the rest of us. Is this time different? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...At the other, you pay a lot more for a number of basic facilities which are still not as comfortable as staying in a hotel but offer the illusion of a carefree style and, on the upside, the opportunity to...
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...The matchmaker for the troubled deal between the real estate firm behind the scheme M7 Real Estate and the local authority was Lee Robinson, a Monaco-based financier whose interests have become unusually...
...I was first introduced to Robert Mapplethorpe’s work by the stylist Simon Fox, who spotted me on the train, and I went on to model for him....
...Robert Armstrong(Laughter) You’d be surprised. Kate DuguidDon’t you have a PhD? Robert ArmstrongI did. I was a late bloomer. Anyway, so “lack of progress” was the headline....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Slovakia’s nationalist prime minister, Robert Fico, is moving ahead with a law targeting non-governmental organisations that critics say is inspired by Hungary’s crackdown on civil rights groups....
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...a rare moment of relief....
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